Requires enabled multi-property access and portfolio permissions. Policy transfers need independent write/approval authority on their target properties.
Steps
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Open Portfolio Intelligence. Review the authorised property cards, occupancy, arrivals at risk and overdue SLA counts.
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Inspect Anomaly Feed and its evidence/recommended actions. Confirm the source property and time context before comparing properties.
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For a Transfer Suggestion, inspect source/target properties, transferable items, confidence, expected impact and approval requirement. Choose Preview changes to run the dry-run.
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Review Transfer Preview and close it if the target or differences are wrong. A preview has not changed the target property.
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Choose Apply, review Confirm Transfer and confirm the intended transfer when authorised. Wait for the result and refreshed portfolio; an error or pending approval is not success.
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For a portfolio summary, open Portfolio Overview, review rooms, active bookings and in-house stays per property and Refresh portfolio insights. Open the owning property workflow for corrective actions.